SFC

SYM Financial Corp Portfolio holdings

AUM $893M
1-Year Est. Return 14%
This Quarter Est. Return
1 Year Est. Return
+14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$493M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.5M
3
+$5.66M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.4M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.82M

Top Sells

1
+$5.84M
2
+$3.84M
3
+$524K
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$407K
5
AAPL icon
Apple
AAPL
+$360K

Sector Composition

1 Materials 7.94%
2 Healthcare 0.58%
3 Technology 0.52%
4 Energy 0.18%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$747K 0.15%
21,103
-108,606
27
$611K 0.12%
13,238
+3
28
$604K 0.12%
7,713
-166
29
$596K 0.12%
5,972
+5
30
$568K 0.12%
1,667
+329
31
$539K 0.11%
5,528
32
$528K 0.11%
11,322
+163
33
$527K 0.11%
1,191
34
$500K 0.1%
4,628
+1,733
35
$482K 0.1%
5,943
+15
36
$460K 0.09%
10,870
+3,120
37
$421K 0.09%
8,549
-31
38
$415K 0.08%
18,917
-275
39
$378K 0.08%
2,402
+6
40
$377K 0.08%
3,968
41
$358K 0.07%
2,205
-474
42
$345K 0.07%
1,000
43
$341K 0.07%
1,843
+169
44
$316K 0.06%
2,943
-688
45
$297K 0.06%
4,213
-523
46
$278K 0.06%
1,915
+106
47
$278K 0.06%
3,171
-49
48
$276K 0.06%
84,537
49
$274K 0.06%
1,614
-235
50
$269K 0.05%
1,509
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